How it works

Every automation, in plain words.

What starts it, what you give it, what it does, what you see and what it sends.

Using it, step by step

Step 1
Sign up
Pick automations at /automations and start the free 30 days. No card needed.
Step 2
Sign in
Open the portal with the same email. We send a 6-digit code.
Step 3
Set up
Open each automation and fill in Setup: messages, hours, links.
Step 4
Organization inputs
Open Organization inputs on each automation: commission and discount rates, payment terms and late fees, stock levels, hours, contacts, tone, opt-out text and your own custom fields. The meter shows what is still required.
Step 5
Enter your data
Add customers, invoices, dates or stock in Inputs, or upload a CSV. Share your form links for leads, bookings and reviews.
Step 6
Watch results
The dashboard shows runs, messages, leads, bookings and money collected. Run history shows every step.
Step 7
Pause or resume
Press Pause on any automation to stop it at once. Resume picks up where it left off.
Step 8
Billing
After the trial, pay monthly or ask for an invoice from the portal. Mark paid stops reminders for that row.

Channels

Email: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.
SMS and WhatsApp: Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.
Nothing is ever sent from the demo sandbox.

Sales

Lead auto-reply & qualifier

Starts when: Someone fills in your lead form (/a/<your-link>/lead) or the website widget.
You provide: Your reply tone and what a good lead looks like. Set in Setup. Organization inputs: reply to every lead within (hours), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Saves the lead, replies within a minute, scores it hot, warm or cold, and alerts you.
You see: The lead in Leads with its score, plus a line in Run history.
It sends: Reply to the lead by email (and SMS if they left a phone). Alert to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Abandoned-quote follow-up

Starts when: A quote goes in through the lead form, or you add it in Inputs.
You provide: Your follow-up messages, one per line, and open quotes. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: discount to win the quote back, opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends the first follow-up (now from the form, tomorrow for added rows), then one every two days. Stop follow-ups ends it.
You see: Each step in Run history and the message counts on the dashboard.
It sends: Follow-ups to the customer by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Lead nurture drip

Starts when: A new lead comes in through the lead form, or you add one in Inputs.
You provide: Your drip messages, one per line. Leads arrive by form or Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends the first message (now from the form, tomorrow for added rows), then one every two days.
You see: Leads, each step in Run history, and message counts.
It sends: Drip messages to the lead by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Daily sales summary

Starts when: Every morning at the hour you choose (Nairobi time).
You provide: The hour and what to emphasise. Set in Setup. Organization inputs: daily sales target (required), plus your rates, contacts, hours, tone and custom fields.
It does: Totals yesterday's leads, payments, bookings and messages into a short summary.
You see: Each summary in Run history.
It sends: The summary to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Finance

Invoice & payment reminders

Starts when: Each invoice's due date: 3 days before, on the day and 3 days after.
You provide: Customer, amount (KES), due date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: payment terms (days after invoice), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends polite reminders with a pay link and stops the moment you press Mark paid.
You see: Payments list (paid / unpaid), Outstanding total and reminders sent.
It sends: Reminders to the customer by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Subscription renewal reminders

Starts when: Each renewal date: 3 days before, on the day and 3 days after.
You provide: Member, amount (KES), renewal date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: grace period (days), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Reminds members to renew and stops when you mark them paid.
You see: Payments list, Outstanding total and reminders sent.
It sends: Renewal reminders by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Debt collection ladder

Starts when: Each balance's due date: 3 days before, on the day, then a firmer note 7 days after.
You provide: Debtor, balance (KES), due date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: grace period (days), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends reminders that get firmer, and stops when you mark the balance paid.
You see: Payments list, Outstanding total and reminders sent.
It sends: Reminders to the debtor by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Loan & SACCO repayments

Starts when: Each instalment date: 3 days before, on the day and 3 days after.
You provide: Member, instalment (KES), date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: loan interest rate (per month), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Reminds members of repayments and stops when marked paid.
You see: Payments list, Outstanding total and reminders sent.
It sends: Reminders by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Customers

Appointment booking & reminders

Starts when: A customer picks a time on your booking page (/a/<your-link>/book).
You provide: Your opening hours and slot length. Set in Setup. Organization inputs: appointment length (minutes), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Confirms the booking with a calendar file, then reminds them 24 hours and 1 hour before.
You see: Bookings count on the dashboard and each booking in Run history.
It sends: Confirmation and reminders to the customer by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

FAQ support bot

Starts when: A visitor asks a question in the chat widget on your website.
You provide: Your questions and answers. Set in Setup, then paste the widget code on your site. Organization inputs: hand hard questions to (required), plus your rates, contacts, hours, tone and custom fields.
It does: Answers only from your list. Questions it can't answer, or that leave an email, are saved as leads.
You see: Questions it could not answer appear in Leads.
It sends: The answer in the widget. Questions with an email to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Review & feedback requests

Starts when: After a job: share your review link (Share), or your system posts the customer to the review webhook.
You provide: Your Google review link. Set in Setup. Organization inputs: treat scores up to this as unhappy (1-5), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Asks for a score on /a/<your-link>/review. Happy customers go to Google; unhappy ones come to you privately.
You see: Scores in Reviews and low scores flagged.
It sends: The request to the customer by email or SMS. Low scores to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

New-customer onboarding

Starts when: A new client signs up on your form (/a/<your-link>/lead), or you add them in Inputs.
You provide: Your welcome steps, one per line. Clients arrive by form or Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: onboarding helpline, opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends step one (now for form sign-ups, tomorrow for added rows), then one every two days.
You see: Each step in Run history and message counts.
It sends: Onboarding messages by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Birthday & anniversary greetings

Starts when: A day before each birthday or anniversary, every year.
You provide: Name, date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends your greeting and books the same date for next year.
You see: Each greeting in Run history.
It sends: Greetings by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Event & RSVP reminders

Starts when: A guest answers on your RSVP page (/a/<your-link>/rsvp).
You provide: Event name and date. Set in Setup. Guests can also be added in Inputs. Organization inputs: seats available, opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Records the RSVP and reminds each guest the day before.
You see: Guests in Inputs and each reminder in Run history.
It sends: Reminders to guests by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Survey & NPS

Starts when: Share your survey link (Share), or your system posts the customer to the survey webhook.
You provide: The survey question. Set in Setup. Organization inputs: treat scores up to this as detractors (0-10), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Collects a 0–10 score on /a/<your-link>/review and works out your NPS.
You see: NPS on the dashboard and every score in Reviews.
It sends: The survey by email or SMS. Low scores to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Operations

Weekly business report

Starts when: Once a week on the day you pick.
You provide: Nothing beyond the send day. It reads your other automations. Organization inputs: weekly revenue target (required), plus your rates, contacts, hours, tone and custom fields.
It does: Writes a short week-in-review: leads, payments, bookings, messages.
You see: Each report in Run history.
It sends: The report to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Staff task & shift reminders

Starts when: The day before each shift.
You provide: Staff name, shift date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: hourly rate (required), plus your rates, contacts, hours, tone and custom fields.
It does: Reminds each person of their shift.
You see: Each reminder in Run history.
It sends: Shift reminders to staff by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Low-stock alerts

Starts when: A stock check once a day.
You provide: Item, quantity and reorder level. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: default reorder level (required), plus your rates, contacts, hours, tone and custom fields.
It does: Lists items at or below their reorder level.
You see: Each check in Run history.
It sends: A reorder list to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Document & contract expiry

Starts when: Before each expiry date (lead time set in Setup).
You provide: Document, expiry date and who to tell. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: remind this many days before expiry (required), plus your rates, contacts, hours, tone and custom fields.
It does: Warns before licences, permits or contracts lapse.
You see: Each warning in Run history.
It sends: Warnings by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Inbox triage & draft replies

Starts when: You forward an email to its address (Share), or paste one in the portal.
You provide: Your categories. Set in Setup. Organization inputs: reply to customers within (hours) (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sorts it (sales, support, billing, spam) and drafts a reply.
You see: The result in Run history.
It sends: The sorted email and draft reply to you by email. Nothing goes to the sender.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Meeting notes summarizer

Starts when: You forward notes to its address (Share), or paste them in the portal.
You provide: The notes, pasted in the portal. Organization inputs: send action items to (required), plus your rates, contacts, hours, tone and custom fields.
It does: Turns them into a summary, decisions and action items.
You see: The summary in Run history.
It sends: The summary to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

KPI dashboard digest

Starts when: Once a week on the day you pick.
You provide: The numbers you track. Set in Setup. Organization inputs: monthly revenue target (required), plus your rates, contacts, hours, tone and custom fields.
It does: Builds a short KPI digest with the week's trend.
You see: Each digest in Run history.
It sends: The digest to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Education

School fees & parent notices

Starts when: Each fee due date: 3 days before, on the day and 3 days after.
You provide: Pupil or parent, amount (KES), due date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: fee per term, opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Reminds parents and stops when the fee is marked paid.
You see: Payments list, Outstanding total and reminders sent.
It sends: Reminders to parents by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Health

Clinic appointment recall

Starts when: When a patient is due back (last visit + recall days).
You provide: Patient, last visit date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: recall after (days), opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Invites patients back for their check-up.
You see: Each recall in Run history.
It sends: Recall messages by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Property

Rent & fee collection

Starts when: Each rent due date: 3 days before, on the day and 3 days after.
You provide: Tenant, rent (KES), due date and contact. Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: rent due on day of month, opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Reminds tenants with a pay link and stops when marked paid.
You see: Payments list, Outstanding total and reminders sent.
It sends: Rent reminders by email or SMS.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Property maintenance intake

Starts when: A tenant or customer submits /a/<your-link>/request.
You provide: Who should get requests. Set in Setup. Organization inputs: respond to requests within (hours) (required), plus your rates, contacts, hours, tone and custom fields.
It does: Logs the request and passes it on straight away.
You see: The request in Leads and Run history.
It sends: The request to you by email.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Custom

Custom reminder

Starts when: On the schedule you set (daily, weekly or monthly).
You provide: Your message, schedule and recipients. Set in Setup, or Portal → the automation → Inputs (add rows or upload a CSV). Organization inputs: opt-out text (required), plus your rates, contacts, hours, tone and custom fields.
It does: Sends your message to everyone on the list each time.
You see: Each send in Run history.
It sends: Your message by the channel you choose: email, SMS or WhatsApp.
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent. Texts wait in the Notify queue until SMS (Africa's Talking) or WhatsApp keys are added, then go out automatically.

Custom report

Starts when: On the schedule you set.
You provide: The metrics to include and who gets it. Set in Setup. Organization inputs: target for this report (required), plus your rates, contacts, hours, tone and custom fields.
It does: Builds a report from your automations' numbers.
You see: Each report in Run history.
It sends: The report by the channel you choose (email by default).
To turn on: Email goes out once the studio's Resend key is set. Until then it is logged as not sent.

Start the free month Portal sign in

Every automation, in plain words.

Using it, step by step

Sign up

Sign in

Set up

Organization inputs

Enter your data

Watch results

Pause or resume

Billing

Channels

Sales

Lead auto-reply & qualifier

Abandoned-quote follow-up

Lead nurture drip

Daily sales summary

Social post drafts

Finance

Invoice & payment reminders

Subscription renewal reminders

Debt collection ladder

Loan & SACCO repayments

Customers

Appointment booking & reminders

FAQ support bot

Review & feedback requests

New-customer onboarding

Birthday & anniversary greetings

Event & RSVP reminders

Survey & NPS

Operations

Weekly business report

Staff task & shift reminders

Low-stock alerts

Document & contract expiry

Inbox triage & draft replies

Meeting notes summarizer

KPI dashboard digest

Education

School fees & parent notices

Health

Clinic appointment recall

Property

Rent & fee collection

Property maintenance intake

Custom

Custom reminder

Custom report

Every automation, in plain words.

Using it, step by step

Sign up

Sign in

Set up

Organization inputs

Enter your data

Watch results

Pause or resume

Billing

Channels

Sales

Lead auto-reply & qualifier

Abandoned-quote follow-up

Lead nurture drip

Daily sales summary

Social post drafts

Finance

Invoice & payment reminders

Subscription renewal reminders

Debt collection ladder

Loan & SACCO repayments

Customers

Appointment booking & reminders

FAQ support bot

Review & feedback requests

New-customer onboarding

Birthday & anniversary greetings

Event & RSVP reminders

Survey & NPS

Operations

Weekly business report